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iShares TIPS Bond ETF
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Overview Fund Activity

790 hedge funds and large institutions have $15.1B invested in iShares TIPS Bond ETF in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 334 increasing their positions, 262 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
-4
Holders Change %
-0.5%
% of All Funds
18.11%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
1.17%
New
53
Increased
334
Reduced
262
Closed
51
Calls
$7.37M
Puts
$14.3M
Net Calls
-$6.89M
Net Calls Change
-$8.5M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$536M
2
LPL Financial
LPL Financial
California
$316M
3
Goldman Sachs
Goldman Sachs
New York
$373M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$124M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$835M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$253M
2
ACI
AMP Capital Investors
Australia
$102M
3
3AM
3EDGE Asset Management
Florida
$0
4
FEG
Fund Evaluation Group
Ohio
$3.38M
5
TF
TIAA FSB
Florida
$1.71B
Name Holding Trade Value Shares
Change 		Shares
Change %
IFA
426
Interactive Financial Advisors
Illinois
$790K -$124K -1,099 -14%
PA
427
PFG Advisors
Arizona
$785K -$116K -1,030 -13%
KWMG
428
King Wealth Management Group
Florida
$784K – – –
HW
429
Hancock Whitney
Mississippi
$781K +$20.3K +180 +3%
WSFS
430
Wilmington Savings Fund Society
Delaware
$772K +$186K +1,652 +32%
DWM
431
Dakota Wealth Management
Florida
$764K +$44.4K +393 +6%
VCM
432
Virtue Capital Management
Tennessee
$763K -$171K -1,516 -18%
Koshinski Asset Management
433
Koshinski Asset Management
Illinois
$759K -$4.97K -44 -0.7%
KC
434
Kingfisher Capital
North Carolina
$742K +$10.6K +94 +1%
BIA
435
Bigelow Investment Advisors
Maine
$740K +$8.02K +71 +1%
SCG
436
Sonata Capital Group
Washington
$733K – – –
PT
437
Plimoth Trust
Massachusetts
$729K – – –
VCWA
438
Vanguard Capital Wealth Advisors
Colorado
$726K +$278K +2,463 +62%
LSAG
439
Lake Street Advisors Group
New Hampshire
$724K +$263K +2,328 +57%
CAM
440
Cubic Asset Management
Massachusetts
$721K +$14K +124 +2%
FNBT
441
FineMark National Bank & Trust
Florida
$720K +$8.24K +73 +1%
JWS
442
Juncture Wealth Strategies
Arizona
$717K -$38.2K -338 -5%
AIS
443
American Investment Services
Massachusetts
$715K – – –
WA
444
Winfield Associates
Ohio
$715K – – –
LA
445
LVW Advisors
New York
$709K +$109K +968 +18%
NF
446
Nikulski Financial
Iowa
$705K -$357K -3,167 -34%
PL
447
Plancorp LLC
Missouri
$696K -$116K -1,031 -14%
RTS
448
Round Table Services
New Jersey
$687K +$687K +6,090 New
RT
449
Rockland Trust
Massachusetts
$686K -$62.7K -555 -8%
First Manhattan
450
First Manhattan
New York
$673K +$6.65K +59 +1%
16 17
18
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